Workshop templates

Find inspiration for your next session. High-quality workshop, meeting and training session agendas.
Follow instructions from an expert facilitator or adjust the template to your needs!​

3h 55m

Gender Parity Workshop

The Gender Parity template, part of the Axis Inclusion & Diversity (I&D) series, provides a proven framework to catalyze progress on workplace gender parity. It enables organizations to have an honest and action-orientated conversation on this crucial issue.

目标:

  • 围绕性别均等推动包容性、有效性和参与性合作

  • 开展开放和诚实的对话,让那些对问题有亲身经历的人能够说出自己的心声,并对需要改变的事情有最深刻的见解

  • 确定并优先考虑确保通过以下方式留住和发展女性人才的想法:;夹在中间;她们职业生涯的一个阶段,为未来的女性领导人建立一个可持续的渠道

  • 探索背景,提出主题,提出想法,确定优先顺序,并确定下一步行动,以解决研讨会的关键问题:鉴于2019冠状病毒疾病对工作场所的影响,我们如何让女性充分发挥潜力?

两性平等进展缓慢——最新 世界经济论坛性别差距报告 现在,估计要用257年的时间来缩小女性在经济参与方面的差距,这是一个惊人的过程。而新冠病毒可能会让情况变得更糟:最新的 麦肯锡职场女性2020 报告指出, ‘超过四分之一的女性正在考虑六个月前许多人认为不可想象的事情:职业转型或完全离开职场。这是紧急情况’ 现在是采取行动的时候了。

实现两性平等需要各组织认真审视各自的文化、政策、程序和工作方式。性别偏见的根源是有害的,无处不在。促进变革将涉及公开和诚实的对话,这将为那些对问题有亲身经历并对需要变革的内容有深刻见解的人发出声音。

为了确保这些迫切需要的对话能够转化为可采取行动的产出,Axis与领先的多元化咨询公司Unida合作,创建了一个专门设计的研讨会模板,以推动围绕性别均等开展包容性、有效性和参与性协作。

See more on this template from Axis here.

研讨会。彻底改造。
3h 00m

Feature Sprint for Startups

Designed for early-stage startups, this 3-hour workshop agenda is a step by step process that will help a team align on company purpose, develop a long-term roadmap, and prioritize the feature set of your app or service.

You'll align on what your MVP (minimum viable product) is and generate customer-centric features you can move towards developing too! This process can help quickly clarify and solve many of the problems young start-ups have, for example:

  • Teams that have been “going in circles” when talking about next steps
  • Have a lot of ideas but don't have a starting point
  • Lack clarity about the specific value proposition for marketing, web, and social content

Tips for running this workshop online

  • Pick an online whiteboard tool that allows you to use a large, zoomable canvas.

  • If you’re not using an online whiteboard, we’d recommend using a collaboration tool such as Google Docs to collect the information for each step under a separate heading. Invite everyone into the document to share their ideas but be very clear in regards to editing rights.

  • When facilitating group discussion, we’d recommend that participants use non-verbal means to indicate they’d like to speak. You can use tools like Zoom’s nonverbal feedback tools, a reaction emoji, or just have people put their hands up. The facilitator can then invite that person to talk.

  • Use built-in dot voting tools or allocate dot shapes manually in your online whiteboard tool for the voting section. If using Google Docs or similar, have people comment to indicate a vote.

Feature Sprint for Startups from Justin Mertes at Crema.

Want more context? Watch this video from Justin on how the feature sprint helped Vera, a plant care app.

Justin Mertes
Coach and design sprint facilitator at Crema
6h 25m

Marketing Strategy Sprint

这个 Marketing Strategy Sprint is a step-by-step process for clarifying campaign creation or entire marketing strategies in a single working day. It works well in both remote and live settings and is especially useful for aligning marketing teams and decision-makers.

Who should participate?

This is an ideal exercise for marketing teams. The optimal group size is 3–7 people. Someone from the business side and management board should be included. It can be the director/VP of the business area you are going to cover or in smaller companies the CEO, but it is crucial to have buy-in from the top. As a marketer, there is also the hidden agenda to give decision-makers a better understanding of the role of marketing. This is a perfect way to provide insight into what you do and are trying to achieve.

If the marketing & comms team isn’t big enough, just bring in 身体 与主题/业务相关的人员。你需要了解你的客户和业务,才能让这一切顺利进行,所以销售小姐、客户成功人士和其他与客户合作的人是你最好的选择。

我可以借此澄清哪些营销问题?

你可以做任何事情,从活动创建到整体营销战略。您只需相应地调整范围。我建议从一些具体的事情开始,比如针对一个受众的活动或计划。然后,您可以开始将数据组合成更大的实体。

这需要多长时间?

整个画布需要一个工作日才能填满。当您从事活动或同一细分市场/产品时;我要花你两个小时。

显然,有些问题比其他问题更大,你可能需要更多的时间来解决它们。这一点;这就是为什么你是营销大亨或未来的独角兽首席执行官:你能够对时间分配做出自己的判断。

如果您正在开始营销、品牌重塑、产品发布、拓展新市场等,您需要:;我将花几天时间来确定你的营销基石。

你需要什么?

人: 主持人(你?),营销团队、决策者。主体是可选的。

其他材料: 白板/墙壁空间、成吨的便利贴、尖锐的东西、粘点、计时器、好咖啡、大量的水、一些零食、能量和热情。

研讨会前的准备

应向参与者简要介绍准时和开放的心态。

在研讨会之前,每个人都有一项工作要做:用15分钟列出竞争对手及其主要销售论点。

一项自愿但优先的任务是观看 Simon Sinek;s TEDx谈话 了解你的原因。

研讨会期间

研讨会的目的是提取个人想法。这就是为什么对于大多数研讨会来说,工作是在一个小组中单独完成的。除非另有说明,否则所有练习都是单独进行的。

只有在主持人鼓励时才进行讨论。这在一开始可能看起来很奇怪,但请相信这个过程。您将对方法的结果感到惊讶。

每个阶段结束后,主持人将拍摄结果并将其添加到幻灯片和/或物理画布上。建议使用物理画布,因为这有助于保持对最终结果的关注,并且很容易修改前面的步骤。

研讨会期间的投票

整个研讨会的投票过程都是一样的。每个人都会得到预定数量的点标签/投票。当投票时间到来时,每个人都会默默地同时把自己的贴纸贴在他们想要投票的纸条上。你可以对自己的答案进行投票,你可以把你的点分散在不同的音符上,也可以把它们放在一个音符上。这取决于你。

Tips for running this workshop online

  • Pick an online whiteboard tool that allows you to use a large, zoomable canvas.

  • If you’re not using an online whiteboard, we’d recommend using a collaboration tool such as Google Docs to collect the information for each step under a separate heading. Invite everyone into the document to share their ideas but be very clear in regards to editing rights.

  • When facilitating group discussion, we’d recommend that participants use non-verbal means to indicate they’d like to speak. You can use tools like Zoom’s nonverbal feedback tools, a reaction emoji, or just have people put their hands up. The facilitator can then invite that person to talk.

  • 使用内置的点投票工具,或在在线白板工具中为投票部分手动分配点形状。如果使用谷歌文档或类似文档,请让人们投票评论。

Karl Filtness在 墨西哥湾.

卡尔过滤度
MEOM增长总监
1小时20米

人物移情研讨会

人物角色是用户研究中最流行的工具之一,是创建关于用户的共享理解的好方法。但除非人们知道,否则它们是无用的 它们是什么如何利用它们.

专为研究或以用户为中心的团队设计 希望帮助组织中的其他人了解客户角色的价值和重要性的人,这个1小时20分钟的研讨会议程是高度集中的一步一步的过程,简单易用。

  • 您将演示 人物角色的力量 以及如何 对用户和客户的先入之见往往是不正确的.
  • 您的团队将获得一些必要的工具 更好的同理心 与用户和 在整个组织中使用人物角色
  • 你会 产生想法 如何解决问题并满足所选客户角色的需求

This workshop is intended for groups and organizations that are already using or start to use customer personas and who are trying to extend the understanding and use of personas across an organization. You may run this with participants in less user-focused parts of the organization, or to begin demonstrating the value of personas to your team in a concise, effective way.

Tips for running this workshop online

  • Pick an online whiteboard tool that allows you to use a large, zoomable canvas.

  • If you’re not using an online whiteboard, we’d recommend using a collaboration tool such as Google Docs to collect the information for each step under a separate heading. Invite everyone into the document to share their ideas but be very clear in regards to editing rights.

  • When facilitating group discussion, we’d recommend that participants use non-verbal means to indicate they’d like to speak. You can use tools like Zoom’s nonverbal feedback tools, a reaction emoji, or just have people put their hands up. The facilitator can then invite that person to talk.

  • Use built-in dot voting tools or allocate dot shapes manually in your online whiteboard tool for the voting section. If using Google Docs or similar, have people comment to indicate a vote.

Persona Empathy Workshop from Maxwell Forrest.
Maxwell Forrest
UX Research Specialist
1h 58m

Conversation Cafe: A World Dialogue Relay

此模板是为计划 2020年10月24日UN75世界对话接力活动。

此对话咖啡厅议程包括一系列分步元素,可帮助您引导小组进行结构化讨论。该模板由X360团队开发,用于 UN75工具包 以及 UNA-USA资源. 可供使用 关联对话主持人和主持人 处处

议程要素旨在 2小时但是,请根据您所在团队的规模、您自己的引导和托管风格随意调整。您甚至可以根据自己的活动和需要调整对话咖啡馆的格式!

在您的会话之前

  1. 查看托管和便利指南,网址为 https://connversations.x360.co/relay/
  2. 在IdeaSphere上注册您的会话 https://ideasphere.x360.co/add-listing/
  3. 鼓励参与者提前参加UN75调查,以便在脑海中和网上进行对话: www.un。组织/UN75
  4. 指定一名笔记员记录对话中的要点

获取反馈

我们将以#UN75提供的格式向您提供一个在线反馈表的链接,以捕获您所在团队的对话。此表格将包括以下详细信息:

  1. 涵盖的主要主题(来自联合国主题+任何其他主题)
  2. 对话类型(在线或面对面)
  3. 对话主办国
  4. 这个 讨论的每个主题的前1-3个想法 和/或 最多750个字符的摘要
  5. 参与者的国籍
  6. 大多数参与者的教育水平
  7. 大多数参与者的职业

您可以选择在会议期间作为一个小组完成此反馈过程,或总结笔记以便在会议结束后提交。

托管会话的提示

主持人在这些对话中起着至关重要的作用。一些广泛的指导原则包括:

  • 清楚地沟通对话的原因以及讨论的方向
  • Respect and facilitate the sharing of different perspectives
  • Constructively address conflicting positions and power imbalances
  • Adapt to local needs
  • Ensure some element of recording and feedback (an online feedback form will be provided)

Tips for running the session online

  • Choose a video conferencing tool to host the your group conversation - Zoom, Google Hangouts, Adobe Connect or whatever tool your group prefers is most familiar with is your best bet.
  • If facilitating with very large groups, use breakout rooms to help facilitate productive conversations in smaller groups before bringing them back into the main room.
  • You might want to posit your questions alongside visual resources and collect feedback and notes using an online whiteboard tool. This is great for creating a resource people can revisit after the session. But don't forget that you'll need to share a summary of the group discussion via the online feedback form provided.

  • When facilitating group discussion, we’d recommend that participants use non-verbal means to indicate they’d like to speak. You can use tools like Zoom’s nonverbal feedback tools, a reaction emoji, or just have people put their hands up. The facilitator can then invite that person to speak.

  • Use an online engagement tool such as Mentimeter or Poll Anywhere to get quick feedback at the start of each conversation point, or where it feels appropriate.

Need help?

Don't hesitate to reach out to the X360 convening team if you need assistance or you have any questions. You are also invited to join the online collaboration space for the World Relay at https://ideaspace.x360.co.

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